David Daniel, CPA

10/02/2026

After 25+ successful years in industry, one of the people we serve has opened up an amazing marketing company. She is a winner with many successful marketing campaigns. Check it out!

KNOCKOUT delivers a one-two punch of marketing and hands-on creative designed for growing companies looking for their next big industry win. With 25+ years of commercial graphic design, marketing, branding, and go-to-market experience, we tag-team strategy with full-service creative, digital, and en

09/23/2026

Being happy and thriving in life is about more than money. Our client, Crystal's Counseling and Consulting, LLC, is the best at what they do. Compassionate, Dedicated and Highly Skilled! They offer in person or virtual appointments. We highly recommend!

09/16/2026

One of our clients sent this text today. We have been helping her expand to multiple locations. This made our day!

The best part of what we do is seeing people we care about succeed! Thank you so much!

If you need help with your business, our advisory clients are achieving great success! We can help you too! Please reach out to [email protected] or call 844-899-8447 for more info. We serve clients nationwide.

07/21/2026

The IRS increased the standard mileage rate to 76 center per mile effective 7/1/26.

This means that if you use the standard mileage rate for your business, then you can deduct .725 cents from Jan1-Jun30, and then .76 cents from July1-until it changes again. Keep track of your mileage! The IRS always wants to know if you keep written records for it.

07/08/2026

Sad to say, that I saw this coming. An audit of the IRS showed that they provided the wrong answer to customers almost half the time. Sometimes they just denied helping taxpayers altogether.

Here's the small detail they missed: They can give you bad advice and still hold you responsible! A number of years ago, the IRS said that their own publications could not be relied on in court!

If you need help, reach out to us. You need someone who knows how everything is supposed to work and can navigate you successfully when the IRS doesn't!

“If the IRS does not follow its procedures when assisting taxpayers at TACs, there is a risk that taxpayers will experience unnecessary burden, including receiving incorrect information that could lead to inaccurate tax returns, or not receiving the assistance they need,” sa

https://www.tigta.gov/sites/default/files/reports/2026-06/2026108034fr.pdf

04/29/2026

I'm very happy to announce that my daughter, Sharon, has "officially" joined my practice and is working on her CPA requirements. She has actually been helping me in my practice since she was 8 years old!

She spent her early career gaining experience in the biotech industry and AI, and has now returned to apply her unique perspective and analytical skills to our profession.

Sharon has been assisting me with Advisory and Consulting services, working to increase efficiency, effectiveness and profitability for our clients.

12/26/2024

This is no joke, if you are a business owner, make sure you are on top of it.

A federal court declared it unconstitutional, but then a federal appeals court reinstated it on Dec, 23. What timing. I'm not a fan of this, but don't recommend fooling around with it. The penalties for not filing are currently $591 per DAY and potential jail time.

The 5th Circuit has reinstated filing under the Corporate Transparency Act and FinCEN has extended the deadline until January 13, 2025. Urgent action is required.

10/13/2024

IRS has extended filing deadlines for those affected by hurricanes. This gives straight-forward simple guidance. I hope everyone has managed this disaster OK. It's been a rough go here, but we are all OK.

The Internal Revenue Service has announced extended deadlines for taxpayers across numerous states.

07/08/2024

It's not just unscrupulous tax preparers taking advantage of people. A veteran called me earlier this year after being sold over $10 thousand in solar panels, after the contractor telling him about "all the energy tax credits" he would get.

It's not that simple, and it's not a refundable credit, so for him, it was money down the drain that as a disabled vet, he didn't have!

Between lying contractors and bad tax preparers, it can be a real mess. Be careful and get a well-rated CPA opinion before major purchases. It's hard to undo some purchases after they are done!

A new warning is out from the IRS.

04/16/2024

Closed to celebrate Apr 16th day! 🤓